Skip to main content

Proposal Numbering

Hubflo automatically manages the numbering of your proposals to ensure compliance and traceability.

Hubflo Team avatar
Written by Hubflo Team
Updated over 3 weeks ago

Every time you issue a proposal, Hubflo will assign it a unique, sequential number based on your custom format.

  1. Go to Settings → Billing

  2. Scroll to Numbering for proposals/invoices

  3. Set your prefix and the starting number for your next proposal

📌 Example

If you want to number your proposals like this:
P-{{year}}-{{month}}-00-number and you’ve already sent 6 proposals outside of Hubflo:

Just set the next number to 7 when configuring the format.

You can use dynamic variables to keep things tidy:

  • {{year}}

  • {{month}}

  • {{day}}

⚠️ Once saved, your proposal numbering format cannot be changed, so make sure it’s correct before confirming.

Did this answer your question?